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ConvertKit + Zoho Books Integrations

Appy Pie Connect allows you to automate multiple workflows between ConvertKit and Zoho Books

  • No code
  • No Credit Card
  • Lightning Fast Setup
About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

Zoho Books Integrations
Zoho Books Alternatives

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best ways to Integrate ConvertKit + Zoho Books

  • ConvertKit Zoho Books

    ConvertKit + Zoho Books

    Create Contact to Zoho Books from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    Zoho Books Create Contact
  • ConvertKit Zoho Books

    ConvertKit + Zoho Books

    Create Sales Invoice to Zoho Books from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    Zoho Books Create Sales Invoice
  • ConvertKit Zoho Books

    ConvertKit + Zoho Books

    Create Item to Zoho Books from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    Zoho Books Create Item
  • ConvertKit Zoho Books

    ConvertKit + Zoho Books

    Update Contact in Zoho Books when New Subscriber is created in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    Zoho Books Update Contact
  • ConvertKit Zoho Books

    ConvertKit + Zoho Books

    Create Contact to Zoho Books from New Purchase in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Purchase
     
    Then do this...
    Zoho Books Create Contact
  • ConvertKit {{item.actionAppName}}

    ConvertKit + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect ConvertKit + Zoho Books in easier way

It's easy to connect ConvertKit + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

How ConvertKit & Zoho Books Integrations Work

  1. Step 1: Choose ConvertKit as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ConvertKit to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ConvertKit and Zoho Books

1.0 ConvertKit?

ConvertKit is an email marketing platform that allows you to take care of your subscribers and develop relationships with them. ConvertKit is not just an email marketing top; it also provides automation so that you can send automated emails to your subscribers. This automation can be based on certain actions of the subscriber, for example. when they purchase a product, when they refer a friend, etc. It also allows you to send emails based on certain events such as birthday or anniversary.

2.0 Zoho Books?

Zoho Books is a web-based accounting software and bookkeeping software that helps you manage your business finances. Zoho Books takes care of your accounts payable, accounts receivable, invoicing, inventory management, purchase order management, sales tax management, bank reconciliation and more. Zoho Books allows you to customize reports and dashboards. Instantly create reports with filters and parameters. You can also generate invoices, track payments and automate recurring billings.

1.0 Integration of ConvertKit and Zoho Books

ConvertKit easily integrates with Zoho Books. All you have to do is add your Zoho Books account to the Integrations section in ConvertKit. Both tops are available at no cost. However, you must purchase a premium plan if you want to send recurring payments through Zoho Books or if you want to receive recurring payments through Zoho Books.

2.0 Benefits of Integration of ConvertKit and Zoho Books

Integrating ConvertKit and Zoho Books allows you to send automated email campaigns with both tops simultaneously without any difficulty. It also allows you to receive recurring payments to your payment processor by connecting your payment processor account to Zoho Books and integrating the two platforms together.

1.0 Conclusion

Integrating ConvertKit and Zoho Books allows you to send automated email campaigns with both tops simultaneously without any difficulty. It also allows you to receive recurring payments to your payment processor by connecting your payment processor account to Zoho Books and integrating the two platforms together.

The process to integrate ConvertKit and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.